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Leland Russell Cheyne

Capital Portfolio Management, Inc.

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About Leland Russell Cheyne

Leland Russell Cheyne is a financial advisor with over 40 years of experience in the industry. He joined Capital Portfolio Management, Inc. in 2024 and has a strong background in providing investment advice to a wide range of clients, including individuals, corporations, and high-net-worth individuals. Leland holds a Series 7, Series 63, and Series 66 licenses, as well as the SIE exam certification. Leland's career spans multiple firms, including Percival Financial Partners, Ltd. and A. G. Edwards & Sons, Inc., where he honed his expertise in securities and investment management.

Firm Information

Leland Cheyne is currently registered with Capital Portfolio Management, Inc.. Capital Portfolio Management, Inc. is a corporation registered with the SEC and in 16 states. Founded in 1991, they provide portfolio management services for individuals, corporations, and pension plans. They manage over $17.5 million in assets, with a client base of 32 accounts. The firm has two licensed agents, two investment adviser representatives, and two registered representatives.

$17.50M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leland Cheyne’s Registration & Firm History

MD

04/25/2024 - Present

Capital Portfolio Management, Inc. (TIMONIUM MD)

MD

07/24/2007 - 04/23/2024

PERCIVAL FINANCIAL PARTNERS, LTD. (BALTIMORE MD)

MD

10/04/1993 - 07/19/2007

A. G. EDWARDS & SONS, INC. (BALTIMORE MD)

NY

08/25/1989 - 10/08/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

04/11/1984 - 08/25/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

NA

02/10/1981 - 04/06/1984

KIDDER, PEABODY & CO. INCORPORATED

NA

09/26/1978 - 03/09/1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

07/26/1977 - 09/26/1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

BOTH

Issued 01/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leland Russell Cheyne.
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